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Nov 14, 2012
11/12
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dennis van roekel, he attended yesterday's meeting with the president. he joins us from washington today. good morning. good to have you. >> good morning. good to be here. >> we always say we wish we were a fly in the room. you were in the room. what was it like? >> it was a good meeting. there were a lot of issues brought forward, interests identified and the challenges identified. the bad news for education is that nothing is done. there will be an 8.2% across the board cut. $4.8 billion, impacting 9 million students, and the loss of 78,400 jobs, which will further raise class size and eliminate needed programs for students. but there is a way through this. we're looking at a $1.2 trillion problem. the president is committed to eliminating the 2% tax cut for the wealthiest -- tax cut for the wealthiest 2% of americans. that's $827 billion. if we bring fairness to the tax code, to those people who earn income by work and comparing it to those who earn income through wealth f we equal lies that we can bring in another $233 billion and solve this problem.
dennis van roekel, he attended yesterday's meeting with the president. he joins us from washington today. good morning. good to have you. >> good morning. good to be here. >> we always say we wish we were a fly in the room. you were in the room. what was it like? >> it was a good meeting. there were a lot of issues brought forward, interests identified and the challenges identified. the bad news for education is that nothing is done. there will be an 8.2% across the board cut....
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Aug 9, 2012
08/12
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joining us today is dennis berman. guys, good to see both of you. >> dennis, i know you must have a firm and provocative opinion on this. what is it? who wins? >> you got to give square and starbucks credit. this is a deal that changed a lot, and it gets people talking about square and it gets people both on the measure chant side and on the suser side downloading that app, getting that relationship with the company and giving the company more mass. i got to say, have we not learned, carl, we've entered into the silicon valley hype machine for the last two years. there have been some incredible companies created, but the hype that we've experienced around be it group joon or facebook leads to suggest there's too much hype right now. there's too much at stake here for square to win it all. we have to sort of turn down the volume on the hype a little bit on square right now. >> dylan, do you go along with na? a piece out of the times today says visionary oriskany? what it is? >> hiype is a good word. this is a real coup
joining us today is dennis berman. guys, good to see both of you. >> dennis, i know you must have a firm and provocative opinion on this. what is it? who wins? >> you got to give square and starbucks credit. this is a deal that changed a lot, and it gets people talking about square and it gets people both on the measure chant side and on the suser side downloading that app, getting that relationship with the company and giving the company more mass. i got to say, have we not...
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Oct 25, 2012
10/12
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but he's looking to buy dennis further down the line. do you think it was a mistake on the ipad mini to price it at $329 when the display is not as good as others? i mean do you think that's a fundamental error? >> that's what i was mentioning. basically you get 50% of the performance for 65% of the price. why not buy an ipad or an iphone touch. they're going to sell plenty of ipad minis. have they shrunk the product opportunities to such a small segment that they just begin cannibalizing themselves. the real option is a television or a cable television product. we're just not seeing it out of apple yet. right now ipad miniwill do fine. >> have you got your hands on a surface yet a microsoft surface? >> have not seen one. >> apparently they're beautiful. apparently they're very, very beautiful. what's your feedback on the cover that you can type on that ballmer was again strademonstra. >> as ballmer just mentioned, he's really aiming at a work audience, the ipad is fine to work on, but certainly not perfect. we're seeing right now becaus
but he's looking to buy dennis further down the line. do you think it was a mistake on the ipad mini to price it at $329 when the display is not as good as others? i mean do you think that's a fundamental error? >> that's what i was mentioning. basically you get 50% of the performance for 65% of the price. why not buy an ipad or an iphone touch. they're going to sell plenty of ipad minis. have they shrunk the product opportunities to such a small segment that they just begin cannibalizing...
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May 1, 2012
05/12
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>> i agree with dennis' assessment. i think that 2.2% was disappointing when at one point we thought it might have come in at 3%. i think the table is still set for 2.5, 3% growth over the next 18 months. i think it's a little disappointment at this point in the recovery. >> i want to come back to that, charlie. but let me just ask you about jobs. is this a repeat of the past two springs we've had where you've had a decent first quarter and then comes off again. ? >> i think it's too early to say. i think the job growth has been pretty strong recently. this week, we'll get another indication on that. i'm hoping that the labor markt will work itself out. it's not really enough to make progress on unemployment the way we ought to be. >> the sep forecast, the forecast of all of the members of the federal market committee, suggested that unemployment could come down or would come down below 8% this year. is that still your forecast? >> it's possible, yeah. i still am looking to a high 7s number by the end of the year. but,
>> i agree with dennis' assessment. i think that 2.2% was disappointing when at one point we thought it might have come in at 3%. i think the table is still set for 2.5, 3% growth over the next 18 months. i think it's a little disappointment at this point in the recovery. >> i want to come back to that, charlie. but let me just ask you about jobs. is this a repeat of the past two springs we've had where you've had a decent first quarter and then comes off again. ? >> i think...
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Apr 27, 2012
04/12
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talking to dennis lockhardt. only the second time we've ever done that. and then don't forget, the market is going to be looking for that april jobs number and what it says on friday, we'll get adp on wednesday. >> you know, steve, you did mention the fiscal cliff. and it's something that's going to come into more and more focus. $500 million or so. and when you get those automatic spending cuts, that's got to become a huge issue. >> what's so entrustsing is it's a bad enough problem on its own. it's a horrible problem, a context of the political fight. >> thank you very much, guys. let's take a coffee break. starbucks is currently trading after its results. the retailer reporting second quarter earnings. however, the slow down to steve's point in europe and, indeed, rising coffee stocks are weighing on the stock. joining us now is matt defrisco. also, heath joins us as he covers starbucks for credit sweets. what do you make of what they say? >> let's keep it in perspective. i think the big thing here was it's not that coffee costs are higherer, right. it
talking to dennis lockhardt. only the second time we've ever done that. and then don't forget, the market is going to be looking for that april jobs number and what it says on friday, we'll get adp on wednesday. >> you know, steve, you did mention the fiscal cliff. and it's something that's going to come into more and more focus. $500 million or so. and when you get those automatic spending cuts, that's got to become a huge issue. >> what's so entrustsing is it's a bad enough...
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Dec 27, 2012
12/12
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dennis, thanks for coming n >> appreciate t >> dennis berman of the "wall street journal.." >>> japanese yen a stellar runt last few mount, find out how the fiscal cliff in the u.s. could derail all of zwloochlt first, we will head live to washington where congress is returning to work after their christmas holiday. any hope of getting a fiscal cliff deal done in time? we are back after a quick break. and i'm here to tell homeowners that are 62 and older about a great way to live a better retirement. it's called a reverse mortgage. [ male announcer ] call right now to receive your free dvd and booklet with no obligation. it answers questions like how a reverse mortgage works, how much you qualify for, the ways to receive your money, and more. plus, when you call now, you'll get this magnifier with l.e.d. light absolutely free. when you call the experts at one reverse mortgage today, you'll learn the benefits of a government-insured reverse mortgage. it will eliminate your monthly mortgage payments and give you tax-free cash from the equity in your home. and here's the best part -- you st
dennis, thanks for coming n >> appreciate t >> dennis berman of the "wall street journal.." >>> japanese yen a stellar runt last few mount, find out how the fiscal cliff in the u.s. could derail all of zwloochlt first, we will head live to washington where congress is returning to work after their christmas holiday. any hope of getting a fiscal cliff deal done in time? we are back after a quick break. and i'm here to tell homeowners that are 62 and older about a...
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Apr 2, 2012
04/12
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dennis berman is on the show z great to see you guys. >> we know it's bad. >> it's bad. >> how bad is it? >> look, it's basically a $30 million swing. it's a very important $30 million swing. remember, this company reported a $15 million operating profit. it now moves into a $15 million operating loss. for a company like groupon, to move from one category to the next, means a lot. david is nodding in agreement. that's a big difference. what does it have to do to restore that credibility? i would say, you know, you've got to fire some heads. you just have to. the cfo actually got a raise effective on april the 1st. they seem to be sticking by him. for me i think the first thing is, you have to say, hey, someone's got to take the fall for this. the second thing, what they might want to do is halt their acquisitions a bit. they've consumed dozens of companies, 17 companies over the last year or. so they are growing into 45 different countries. i would say, hey, we're going to take a pause, focus on getting everything right. here's where our core metrics are. here's where our core objecti
dennis berman is on the show z great to see you guys. >> we know it's bad. >> it's bad. >> how bad is it? >> look, it's basically a $30 million swing. it's a very important $30 million swing. remember, this company reported a $15 million operating profit. it now moves into a $15 million operating loss. for a company like groupon, to move from one category to the next, means a lot. david is nodding in agreement. that's a big difference. what does it have to do to restore...
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Apr 24, 2012
04/12
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denn dennis be are rman, everyone is acting like the future of the free world is riding on these results tonight. is it that big of an economic force or is this getting ridiculous? >> i would say it forces the power of belief, that apple is infallible, unstoppable, and taking over the globe. and even if it misses the i pip numbers come in low, the growth in the u.s., the activation is coming down. so many people are rioting in the streets for apple's products. so in my mind, the belief, the cult remains in tact. >> so we give them the benefit of the doubt once? >> yes. and i would say probably twice more. >> more than most companies tend to get, paul? >> yeah. i mean, look, the stock is taking a huge hit the last few weeks or whatever. why? there's been no fundamental reasons. it's been going down because it went up maybe too fast or went up fast enough because people started looking for reasons. will they miss the number in phone activations? will this happen? will that happen? whether they sell 30 million iphones, you know, as was just mentioned. it's like they have a whole world of pe
denn dennis be are rman, everyone is acting like the future of the free world is riding on these results tonight. is it that big of an economic force or is this getting ridiculous? >> i would say it forces the power of belief, that apple is infallible, unstoppable, and taking over the globe. and even if it misses the i pip numbers come in low, the growth in the u.s., the activation is coming down. so many people are rioting in the streets for apple's products. so in my mind, the belief,...
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Jul 20, 2012
07/12
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. >> joining us dennis berman. a nice showdown here. >> i don't know what we showdown but we will look forward to it. a lot of ipo news. >> start with two big tech giants trading higher in premarket. google reporting second quarter profits of 10.12 a share, 8 cents above and revenues a bit shy of forecast. microsoft beat expectations ex items the dow component earned 67 cents a share, a nickel above, if you include the writedown of the online advertising unit amounts to the first quarterly net loss as a public company. dennis, talk about -- tech treated us relatively well this week. look at qualcomm, ibm, and does this add to that fire? >> i love the ex items idea minus the huge $6 billion loss microsoft did great, and to me that really shows some of the strategic missteps they have been making over the last few years and still some of the that core growth that they are used to year-over-year and the office and the applications business is just not what it used to be, and they know it. we saw the premiere of the su
. >> joining us dennis berman. a nice showdown here. >> i don't know what we showdown but we will look forward to it. a lot of ipo news. >> start with two big tech giants trading higher in premarket. google reporting second quarter profits of 10.12 a share, 8 cents above and revenues a bit shy of forecast. microsoft beat expectations ex items the dow component earned 67 cents a share, a nickel above, if you include the writedown of the online advertising unit amounts to the...
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Dec 11, 2012
12/12
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dennis gartman's thoughts and his take on the run up in prices of copper. the short list of which banks are next besides morgan stanley to pay dividends or buyback. >> see you again tonight. meantime, more of our special coverage of mission critical, the fiscal cliff, live from washington, starts now. >>> america, we're on the edge of the fiscal cliff. billions are at stake. and your money hangs in the balance. while washington quarrels with itself, time is slipping away. the only solution for our government to put differences aside and put real compromise on the table. rise beyond disparity. rise past adversity. rise above. this is a cnbc special report. mission critical. rise above dc. >> our special mission critical rise above dc coverage continues right now. all day long we are here in washington holding lawmakers' feet to the fire on the fiscal cliff. here's what we know right now. in terms of some of the moments from this morning, senator mark warner from virginia saying compared to the size of our economy and the drastic steps that have been taken in
dennis gartman's thoughts and his take on the run up in prices of copper. the short list of which banks are next besides morgan stanley to pay dividends or buyback. >> see you again tonight. meantime, more of our special coverage of mission critical, the fiscal cliff, live from washington, starts now. >>> america, we're on the edge of the fiscal cliff. billions are at stake. and your money hangs in the balance. while washington quarrels with itself, time is slipping away. the...
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Sep 10, 2012
09/12
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in particular i'm wondering, dennis, if now might be the time to cover shorts on facebook. given that he's going to talk to tomorrow. because your colleague shchandy rice had an article out a couple weeks ago told staff the market didn't understand the sort of product launches they had up their sleeve that would justify the lofty valuations that facebook had previously been put at. do you think that maybe tomorrow is the forum in which he unveils what those might be? >> that's a really good point, simon. as you like to say you don't like to make predictions on where stocks are going. facebook has to show something, some progress, particularly on the mobile side of things. right now we're seeing such a behavioral shift. you see it every day. people talk about it on cnbc. that behavioral shift from the pc to the mobile device. the problem is across facebook, even across twitter, monetizing those possibilities. it's just proven quite difficult. i think you can expect a bump when facebook really announces a full mobile suite, a full mobile product. but as of right now, we reall
in particular i'm wondering, dennis, if now might be the time to cover shorts on facebook. given that he's going to talk to tomorrow. because your colleague shchandy rice had an article out a couple weeks ago told staff the market didn't understand the sort of product launches they had up their sleeve that would justify the lofty valuations that facebook had previously been put at. do you think that maybe tomorrow is the forum in which he unveils what those might be? >> that's a really...
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Mar 30, 2012
03/12
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dennis berman is joining us. one of the great m and a reporters. >> very kind of you. >> let's open the firm of berman and quintanilla. who would you go to? >> absent the u.s. government mucking about and killing a deal, r.i.m.m. belongs with a manufacturer. it just makes sense that companies in asia, they are on the rise, they want intellectual property assets and brand names. however, there is one problem. there is no way, neither the canadian government nor the u.s. government will allow r.i.m.m. to get into the hands of those sorts of companies. so that limits your options. perhaps amazon is an interesting scenario. perhaps microsoft is an interesting scenario. i would look at a couple of those and perhaps a badly formed jv they might do to stop the bleeding. but the most logical buyers are really from asia. >> yeah. what kind of premium, if any, dennis? >> well, look, r.i.m.m. is only worth $7 billion. motorola, which has not had a great run to itself, sold for $12 billion. look, you've got to get aboard, ov
dennis berman is joining us. one of the great m and a reporters. >> very kind of you. >> let's open the firm of berman and quintanilla. who would you go to? >> absent the u.s. government mucking about and killing a deal, r.i.m.m. belongs with a manufacturer. it just makes sense that companies in asia, they are on the rise, they want intellectual property assets and brand names. however, there is one problem. there is no way, neither the canadian government nor the u.s....
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Aug 10, 2012
08/12
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happy friday. >> hey, carl. >> dennis, i'm almost afraid to ask what you think about this? because there are a few flags, right? historically, sports teams, the duel class structure. >> bob mentioned a number of them. i can't call this a great day for capitalism. i know there's a lot of fanfare down there at the new york stock exchange, and people are very excited. but this one, as david mentioned, it's a deleveraging story, and two, it's an enrichment plan for the glaser family who put the initial leverage on the compa in the first place. this is not a great day for capitalism. it's just money moving from one pocket to the other. and in a lot of ways the public shareholders are kind of the dupes here. they have no real effective ownership control of the company. the glasers deleveraged, got the money and still have control. that's not a good deal. >> you want to root for a long position here somehow, right? i mean there is something in the global nature of the sport, or growth trajectories in asia that would argue that this might be a good bet? >> i think it would be in th
happy friday. >> hey, carl. >> dennis, i'm almost afraid to ask what you think about this? because there are a few flags, right? historically, sports teams, the duel class structure. >> bob mentioned a number of them. i can't call this a great day for capitalism. i know there's a lot of fanfare down there at the new york stock exchange, and people are very excited. but this one, as david mentioned, it's a deleveraging story, and two, it's an enrichment plan for the glaser...
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Dec 4, 2012
12/12
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. >> dennis berman. big banks set to outperform the broader market this year, how are will the group be affected by the fiscal cliff? how to play that. later on, mystery revealed. the ceo of "inc magazine's company of the year. how they are shaking up their industry after a break. twins. i didn't see them coming. i have obligations. cute obligations, but obligations. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks for the heart of your portfolio. find out why 9 out of 10 large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectives, risks, charges and expenses. read and consider it carefully before investing. risk includes possible loss of principal. sfx- "sounds of african drum and flute" look who's back. again? it's embarrassing it's embarrassing! we can see you carl. we can totally see you. come on you're better than this...all that prowlin
. >> dennis berman. big banks set to outperform the broader market this year, how are will the group be affected by the fiscal cliff? how to play that. later on, mystery revealed. the ceo of "inc magazine's company of the year. how they are shaking up their industry after a break. twins. i didn't see them coming. i have obligations. cute obligations, but obligations. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks...
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Dec 28, 2012
12/12
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good to have you back, dennis. lots to talk about between the cliff and other news. >> three days before the u.s. goes over the fiscal cliff, congressional leaders will meet with the president this afternoon. i remember standing on the white house north lawn last month, after leaders met with the president back then. things looked pretty promising. here's what they said after that meeting. >> i believe that the framework that i've outlined in our meeting today is consistent with the president's call for a fair and balanced approach. >> i feel confident that a solution may be in sight. >> it was a constructive meeting. we all understand where we are. >> we feel very comfortable with each other and this isn't something we're going to wait until the last day of december to get it done. >> isn't that special? now we're in the last days of december. and with just three days to go, the rhetoric has changed in the beltway. these are the latest comments. >> republicans aren't about to write a blank check for anything senat
good to have you back, dennis. lots to talk about between the cliff and other news. >> three days before the u.s. goes over the fiscal cliff, congressional leaders will meet with the president this afternoon. i remember standing on the white house north lawn last month, after leaders met with the president back then. things looked pretty promising. here's what they said after that meeting. >> i believe that the framework that i've outlined in our meeting today is consistent with the...
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Sep 4, 2012
09/12
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scott and dennis are with us. guys, good morning to both of you. >> good to see you carl. >> facebook is one of your three buys right now. why? >> we have a number of strong buy and buy opinions. we have three strong buy opinions in the internet sector. we upgraded facebook just a couple of weeks ago. in may we were out before the ipo suggesting there were a lot of risks and the valuation looked stretch. only recently have we gone positive. the company is more focused onmontization of mobile. we think they are executing better than i think people would have expected in some of the areas. and most importantly the valuation has come in pretty substantially. so we see an attractive evaluation right now. >> dennis, that may be true. we don't know. what matters more is whether investors believe that story. >> i don't know what's up with that. i don't know what the price recommendation was a few weeks ago but here we are at $18. that doesn't suggest that now is not the best time to buy facebook. right now they have show
scott and dennis are with us. guys, good morning to both of you. >> good to see you carl. >> facebook is one of your three buys right now. why? >> we have a number of strong buy and buy opinions. we have three strong buy opinions in the internet sector. we upgraded facebook just a couple of weeks ago. in may we were out before the ipo suggesting there were a lot of risks and the valuation looked stretch. only recently have we gone positive. the company is more focused...
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Feb 15, 2012
02/12
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as dennis was saying, people are really hot for these products. apple really has to worry more about keeping up with the tech nolgts. i mean, you have google android devices also nipping at their heels. people may be rioting in china now for apple products, but android products are selling pretty well as well. so i don't think this particular issue would take down apple, but there is competition. >> and i do think apple has a bit of a different circumstance here. here it is one of the most valuable companies on earth. the cash pile is over $100 billion. it has i any in the eyes of the public some moral duty to treat its workers perhaps fairly, perhaps even better than fairly given how rich -- >> how do you know, dennis that that's not happening? are we creating night mares that -- you've got to seriously distrust cook at the head, as if he would make that sort of error that apple would be behind the curve on that. it seems an unfair assumption to make without some decent facts to back it up. >> well, i don't think apple is necessarily behind the c
as dennis was saying, people are really hot for these products. apple really has to worry more about keeping up with the tech nolgts. i mean, you have google android devices also nipping at their heels. people may be rioting in china now for apple products, but android products are selling pretty well as well. so i don't think this particular issue would take down apple, but there is competition. >> and i do think apple has a bit of a different circumstance here. here it is one of the...
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Oct 11, 2012
10/12
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i think overall this could be a very good move for sprint. >> denny, it is david faber. you of course helped build verizon wireless into the giant it is. it is a duopoly for the most part in this country, many would say. do you think softbank -- i don't even know if you know the company well or not. my reporting has been they are very much focused on the spectrum position not only at sprint but at clearwire and see the opportunity to maybe develop services that aren't out there as yet to compete against that duopo duopoly. does that make sense to you? >> david, as i heard you all report it morning, whether clearwire is a good investment i think remains to be seen. it obviously has struggled over the last number of years. if that's what softbank's play is in this, frankly, i wish them well. i wish them luck. >> okay. >> dennis, let's talk about the original reason we had you on, that's the vice presidential debate is tonight. after the bounce that romney got off the presidential debate, seems vice president biden has the onus on him to sort of reverse that momentum or hel
i think overall this could be a very good move for sprint. >> denny, it is david faber. you of course helped build verizon wireless into the giant it is. it is a duopoly for the most part in this country, many would say. do you think softbank -- i don't even know if you know the company well or not. my reporting has been they are very much focused on the spectrum position not only at sprint but at clearwire and see the opportunity to maybe develop services that aren't out there as yet to...
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Sep 24, 2012
09/12
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dennis burman and drew olin join us. what a topic we have to tackle. drew, i want you to describe for me your own vision of what apple maps is. i don't know if i can say it on television. >> is this for me? >> yeah, for you. >> apple decided a while ago that it was going to go out on its own and do its own maps thing. that's either because business dealings with google became sour or they want to own it all. whenever they decided it and started it, it shows. to me and a lot of other people, it feels like a half-baked product, the data isn't great and it's not the quality and the experience you would expect from an apple product. >> and you're being kind compared to things -- you put on paper. >> i'm being very kind. >> dennis, do you agree and how important is this when we're selling 19 phones a second? >> the product stinks, okay. it really stinks. that's fine. but we have to ask ourselves a year from now or even six months from now, is there going to be the same problem with the apple maps? you have to think generally not. they have the resources to
dennis burman and drew olin join us. what a topic we have to tackle. drew, i want you to describe for me your own vision of what apple maps is. i don't know if i can say it on television. >> is this for me? >> yeah, for you. >> apple decided a while ago that it was going to go out on its own and do its own maps thing. that's either because business dealings with google became sour or they want to own it all. whenever they decided it and started it, it shows. to me and a lot of...
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Nov 6, 2012
11/12
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thank you very much. >> thanks for having me. >> dennis crowley, ceo and co-founder of foursquare. governor romney appearing in ohio for last minute campaigning. he makes it to pittsburgh today before getting ready for the results to come in boston later tonight. when we come back, former presidential candidate ralph nader says the president is running a lone ranger campaign. he'll explain how that might impact the party. that's ahead in a first on cnbc interview coming up. i'm a conservative investor. i invest in what i know. i turned 65 last week. i'm getting married. planning a life. there are risks, sure. but, there's no reward without it. i want to be prepared for the long haul. i see a world bursting with opportunities. india, china, brazil, ishares, small-caps, large-caps, ishares. industrials. low cost. every dollar counts. ishares. income. dividends. bonds. i like bonds. ishares. commodities. diversification. choices. my own ideas. ishares. i want to use the same stuff the big guys use. ishares. 9 out of 10 large, professional investors choose ishares for their etfs. intro
thank you very much. >> thanks for having me. >> dennis crowley, ceo and co-founder of foursquare. governor romney appearing in ohio for last minute campaigning. he makes it to pittsburgh today before getting ready for the results to come in boston later tonight. when we come back, former presidential candidate ralph nader says the president is running a lone ranger campaign. he'll explain how that might impact the party. that's ahead in a first on cnbc interview coming up. i'm a...
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Aug 7, 2012
08/12
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dennis, you called the offer a nonstarter. why? >> even with the contribution of 20% ownership stake, very few private equity firms want to put in the capital needed to take this company to 10 billion. there's just not enough money to go around to finance this deal. i don't think it's credible. >> jeff, you agree? >> absolutely. there's a certain kind of ceo. they're called a general. they don't retire gracefully. they look for a way to restage their return and if steve jobs or michael dell or howard sch z schulze and starbucks, apple and dell, they can pull it off. really driven by a heroic aura, the vanity of it all. like harold gene of itt. he didn't have a vision. when he was the ceo, it was a disaster. brad anderson had to save it and sadly, brad anderson lost political votes. brought back in to replace brian dunn. geek squad, everything. >> part of the game plan is to bring back past management including brad anderson. >> should be the -- ceo without the shadows of schulze clouding things. >> we should keep in mind it's not j
dennis, you called the offer a nonstarter. why? >> even with the contribution of 20% ownership stake, very few private equity firms want to put in the capital needed to take this company to 10 billion. there's just not enough money to go around to finance this deal. i don't think it's credible. >> jeff, you agree? >> absolutely. there's a certain kind of ceo. they're called a general. they don't retire gracefully. they look for a way to restage their return and if steve jobs...
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Aug 17, 2012
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but larry doesn't need any help from the dinosaurs. >> dennis, nice to meet you. congratulations. >> thank you. >> melissa, back to you. >>> coming up, groupon's fall to new all-time lows. we'll talk to an analyst downgrading the stock, slicing the price target. says the free fall isn't over. [ male announcer ] at scottrade, we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500 locations, where our dedicated support teams help you know more so your money can do more. [ rodger ] at scottrade, seven dollar trades are just the start. our teams have the information you want when you need it. it's another reason more investors are saying... [ all ] i'm with scottrade. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call and find out a
but larry doesn't need any help from the dinosaurs. >> dennis, nice to meet you. congratulations. >> thank you. >> melissa, back to you. >>> coming up, groupon's fall to new all-time lows. we'll talk to an analyst downgrading the stock, slicing the price target. says the free fall isn't over. [ male announcer ] at scottrade, we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500...
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Aug 23, 2012
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thanks so much >> thank you. >> jeffrey dennis, emerging market strategist at citi. a lot more on investing on different countries on our website, like europe's fastest growing economy and how you might be able to make money there. head to investingin.cnbc.com. we'll talk a lot more about the new start up helping main street businesses by making credit scores nearly obsolete and count down to the close in europe about ten minutes away. what makes a sleep number store different? you walk into a conventional mattress store, it's really not about you. they say, "well, if you wanted a firm bed you can lie on one of those. if you want a soft bed you can lie on one of those." we provide the exact individualization that your body needs. welcome to the sleep number store's biggest sale of the year. not just ordinary beds on sale, but the bed that can change your life on sale. the sleep number bed. never tried this before. this is your body there. you can see a little more pressure in the hips. take it up one notch. oh gosh, yes. when you're playing around with that remote, y
thanks so much >> thank you. >> jeffrey dennis, emerging market strategist at citi. a lot more on investing on different countries on our website, like europe's fastest growing economy and how you might be able to make money there. head to investingin.cnbc.com. we'll talk a lot more about the new start up helping main street businesses by making credit scores nearly obsolete and count down to the close in europe about ten minutes away. what makes a sleep number store different? you...
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May 29, 2012
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dennis, how much weigh are you giving this? >> i had contact with apple execs a little while ago. i think they have something up their sleeves. would it shock anyone that an apple tv or apple tv product came out in tes? i say no. i put my money behind in sort of apple tv product by christmastime. >> we know if you're a supplier of speaking out of school. why would anything like that get leaked? >> it's odd. there's been a higher degree of leakage in the tim cook era. i don't think it's anything related to tim cook, but i think the suppliers are getting looser because they feel they don't have as quite a stern headmaster running the place. but i do think that an apple television, i would not be shocked if it arrives late this year or perhaps an announcement at the top of 2013. but the key is to watch for any rumors that indicate it's more than just the kitchen sink of all of apple's technologies rammed into a beautiful flat panel. if they can get a new way of getting television streamed so you can get a lot of what you want that way as opposed to currently only a little what have y
dennis, how much weigh are you giving this? >> i had contact with apple execs a little while ago. i think they have something up their sleeves. would it shock anyone that an apple tv or apple tv product came out in tes? i say no. i put my money behind in sort of apple tv product by christmastime. >> we know if you're a supplier of speaking out of school. why would anything like that get leaked? >> it's odd. there's been a higher degree of leakage in the tim cook era. i don't...
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Feb 23, 2012
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the reverses are as dennis mentioned a horror story. there is a real disequilibrium in housing that is going to be complicated over the next couple years and be very damaging to the property developers but i don't see the kind of -- and we're confused about how they operate their system and there is this new world bank report coming out, highly critical no doubt, but these are not the inherent ingredients i don't believe necessarily of a hard landing. >> right. but maybe to move the conversation a bit there, it's not so much about a hard landing per se. as i mentioned, it's about do people feel confidence that china is doing what china says it is doing? don, do you feel that's really happening? do we have a clear picture? or are we getting sort of a gauzy, beautiful postcard of china when it's something far different? >> well weerks have -- we have always gotten a gauzy beautiful view and the data is a nightmare. there are 500 million people in china, count them, that have made 8% a year income gains for 25 years in this strange system
the reverses are as dennis mentioned a horror story. there is a real disequilibrium in housing that is going to be complicated over the next couple years and be very damaging to the property developers but i don't see the kind of -- and we're confused about how they operate their system and there is this new world bank report coming out, highly critical no doubt, but these are not the inherent ingredients i don't believe necessarily of a hard landing. >> right. but maybe to move the...
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dennis berman is editor at the wall street journal. hard to have this conversation at the gate without talking about twitter, right? >> you got to think 2013 has got to be the year that twitter ipos. we're seeing the terms of service, all the stuff people are talking about. twitter wants to be a business. those are the steps that are necessary to actually stage an ipo so you can show a revenue stream so people want to buy your shares. i think we have to pencil in, probably a pretty strong pencil, that 2013 is the year twitter ipos. >> you also want to talk about hilton. >> there are a number of companies that were purchased by private equity firms at the tail end of the bubble. right now i can kind of picture that scene in the "monty python" movie where they're like, bring out your dead. there are companies they want to ipo. companies like hilton. you have to think, 2013, six years since they were originally purchased by the private equity sponsors. probably time for them to try, at least, to get those companies out into the public mar
dennis berman is editor at the wall street journal. hard to have this conversation at the gate without talking about twitter, right? >> you got to think 2013 has got to be the year that twitter ipos. we're seeing the terms of service, all the stuff people are talking about. twitter wants to be a business. those are the steps that are necessary to actually stage an ipo so you can show a revenue stream so people want to buy your shares. i think we have to pencil in, probably a pretty strong...
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Jul 12, 2012
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is mason seen as a grown-up at this point, dennis? are there a lot of institutional shareholders in groupon to actually demand that a grown-up be in charge? >> there are a number of institutional shareholders and venture investors. anderson horowitz is in there. new enterprise associates. they're all in there. andrew mason had built an impressive company. the revenue growth on groupen as you well know is quite incredible. but the loss of sam in particular, he built the european business. he was essential to helping that growth take place. they brought in a number of executives from the likes of amazon, from the likes of ebay, salesforce.com. but again to manage a company as it's growing up and things are good is a lot easier than managing on the downside. >> yeah. >> there's really a tough spot for any entrepreneur, for any person. managing on the downside. just is more difficult. >> well, yeah. and to that point then, how do you recruit? if the ultimate insiders are kind of checking out as you're saying, those who had the big equity
is mason seen as a grown-up at this point, dennis? are there a lot of institutional shareholders in groupon to actually demand that a grown-up be in charge? >> there are a number of institutional shareholders and venture investors. anderson horowitz is in there. new enterprise associates. they're all in there. andrew mason had built an impressive company. the revenue growth on groupen as you well know is quite incredible. but the loss of sam in particular, he built the european business....
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dennis berman tells us what you should watt out for in 2013. >>> first the fed announcing a new round of stimulus and policy changes but the markets don't seem to care much. steve liesman is here with more insight on all the fed's moves. steve. >> thanks. one thing i think we can say for sure, chairman bernanke has to be surprised at what's effectively been a hawkish reaction to the massive policy changes he put in place yesterday. those policy changes include an announcement that the fed would boost its monthly purchase of assets to $85 billion. that would be a trillion dollars in a year, and also link interest rates to unemployment. it became the first essential bank to link its funds rater overnight rate to the unemployment rate. these dovish moves have received a hawkish response in the market. gold is down on about 20 bucks or so. the ten-year note is off here, but since yesterday, it's off about ten basis points. and the dow may be up right now, but essentially it's been down since yesterday at 12:30. it's unclear if the market doesn't understand the fed's new communication or i
dennis berman tells us what you should watt out for in 2013. >>> first the fed announcing a new round of stimulus and policy changes but the markets don't seem to care much. steve liesman is here with more insight on all the fed's moves. steve. >> thanks. one thing i think we can say for sure, chairman bernanke has to be surprised at what's effectively been a hawkish reaction to the massive policy changes he put in place yesterday. those policy changes include an announcement...
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. >> dennis, if doing a billion dollar deal like that is so easy, never mind what zuckerberg has said about i'm only going to do a few. how likely do you think the next big deal comes from them? >> well, for facebook i see a lot of small deals. companies that are basically developed as functionalityies inside the facebook platform. we'll see lots of little things that won't amount to much from a dollar standpoint. i think there probably are a few, however, that make some sense from a big acquisition standpoint. at the top of my list is spotify the company that really brought social networking to music. you basically download music. you pay a monthly subscription fee. you share it with your friends in ways that you just wouldn't have thought possible five, certainly ten years ago. spotify is valued at $4 billion. keep in mind it doesn't make any money. the more revenues it has, the more it loses. but it really is changing the nature of how music is being shared and it is so well integrated into facebook right now that at least on the top of my list that's where i'm at. >> interesting.
. >> dennis, if doing a billion dollar deal like that is so easy, never mind what zuckerberg has said about i'm only going to do a few. how likely do you think the next big deal comes from them? >> well, for facebook i see a lot of small deals. companies that are basically developed as functionalityies inside the facebook platform. we'll see lots of little things that won't amount to much from a dollar standpoint. i think there probably are a few, however, that make some sense from...
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we have dennis berman, let me kick off with you and cut to the heart of what is happening here. they sold 33% more as. that isn't the much. by those website advertisers to google per click is down 15%. why, as they move to mobile, are they getting a lower price per check? >>> it's basic geometry. there's not enough room on the screen for a advertiser to put it's ads on the screen. it puts pressure on people like google and apple to push it more marketing solutions on location-based platforms. that means long term here, the inflationary impact, probably a question a lot more about privacy. where you are at that moment, gee graphically, they'll pay more for that. >> that's the point isn't it. they would say look at google maps. look how much we invested in knowing where you are. the future is mobile. the future is google maps and knowing your location and monetizing it. >> right. and notifications, they know more of you from what they call their knowledge graph. so they're going to be able to put more interesting things in front of you. i think the bear case is just sure that's ha
we have dennis berman, let me kick off with you and cut to the heart of what is happening here. they sold 33% more as. that isn't the much. by those website advertisers to google per click is down 15%. why, as they move to mobile, are they getting a lower price per check? >>> it's basic geometry. there's not enough room on the screen for a advertiser to put it's ads on the screen. it puts pressure on people like google and apple to push it more marketing solutions on location-based...
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. >> dennis knows that. thank you, guys. thanks. talk to you again. >> thank you. >> a big selloff across the board certainly on the metal space of the minutes of yesterday. we'll talk about the moves in commodities next on the program. foragers, those fishermen... e for me, it's really about building this extraordinary community. american express is passionate about the same thing. they're one of those partners that i would really rely on whether it's finding new customers, or, a new location for my next restaurant. when we all come together, my restaurants, my partners, and the community amazing things happen. to me, that's the membership effect. [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial can help you take charge of your future. ♪ >>> welcome back to "squawk on the street." breaking news on aig. sources tell me aig is moving toward an ipo of its aircraft and specialty finance unit that could come sooner rathe
. >> dennis knows that. thank you, guys. thanks. talk to you again. >> thank you. >> a big selloff across the board certainly on the metal space of the minutes of yesterday. we'll talk about the moves in commodities next on the program. foragers, those fishermen... e for me, it's really about building this extraordinary community. american express is passionate about the same thing. they're one of those partners that i would really rely on whether it's finding new customers,...
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we're trading it with the commodity king dennis scarmman. we're going to trade all the multinationals at the top of the hour. carl, back to you. >> thanks, michelle. see you in a little while. want to alert you quickly to a few key indexes. s&p, nasdaq. russell, of course. small caps tend to be a little more volatile. down 7% from the highs in april. all breaking now below their april lows. markets in the midst of a substantial sell-off with the dow down 161. we're all sharply in the red. our managing director of lazard capital markets. good to talk ou. >> good to talk to you. >> is this about slowing growth? we've been getting these signals for a while now. >> it's a couple of things. i think you're right. the larger story is that the economic data stream has hit a soft patch, and it has for several weeks here. i think, if you went back to the good friday jobs report, that was probably the kickoff of the slowdown season. we had two of these reports that were suboptimal. the ism services number was certainly weak last week. there's been a ha
we're trading it with the commodity king dennis scarmman. we're going to trade all the multinationals at the top of the hour. carl, back to you. >> thanks, michelle. see you in a little while. want to alert you quickly to a few key indexes. s&p, nasdaq. russell, of course. small caps tend to be a little more volatile. down 7% from the highs in april. all breaking now below their april lows. markets in the midst of a substantial sell-off with the dow down 161. we're all sharply in the...
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. >> dennis last night says he sees natgas going 1 something. 1 something. we were lrnlt at decade lows. this is staggering. >> let's turn our attention to dividend jones. the dow jones select dividend index is up about 18%. but you will be aware there's a lost anticipation that as things stand at the moment, the dish dend tax will be hiked next year from 15% to 43.4% unless congress congress steps in. what do you do? joining us now, doug mckay, an investor in dividend stocks. chief investment officer with broad leaf partners. thank you for joining us. let's just rest to one side whether you think we should have a tax rate at that level. at what point do you think people might be sellers as we move further and further toward the election in november or do you not think it's necessarily an issue? >> i don't like anybody's taxes go up, pre fis your comments, but i don't think it's going to be as big an issue. you're paying a 50% tax rate on it. i would think they wow would say am was a pretty darn good investment. i think taxes, dividend questions. i think the
. >> dennis last night says he sees natgas going 1 something. 1 something. we were lrnlt at decade lows. this is staggering. >> let's turn our attention to dividend jones. the dow jones select dividend index is up about 18%. but you will be aware there's a lost anticipation that as things stand at the moment, the dish dend tax will be hiked next year from 15% to 43.4% unless congress congress steps in. what do you do? joining us now, doug mckay, an investor in dividend stocks. chief...
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dennis garltman explains why he's 100% out of the stock market. and how to fight the fiscal cliff. we have the stocks you should own if nothing gets done in washington. and, trading oil after the storm, is today's dip in crude a buying opportunity? see you at the top of the hour. carl? >> good job last night. looking forward to seeing you soon, michelle, thanks. >>> watchingspiking higher by more than 20%. take a listen. >> feels like the company is ready. we have got real revenues. we have got a great team behind us. and we're growing really quickly. it feels like there is a lot of things on the table that make it a good opportunity for investors. >> is the the online review site still a good opportunity? francesco guerrero is money and investing editor at the wall street journal. good morning. the journal has a blog, better safe than sorry. experience would lead you that direction. why is today different? >> i think what we're seeing here is it is better safe than sorry team has been turned on its head. we have seen other than the other issues that we talked about, with yelp, we'
dennis garltman explains why he's 100% out of the stock market. and how to fight the fiscal cliff. we have the stocks you should own if nothing gets done in washington. and, trading oil after the storm, is today's dip in crude a buying opportunity? see you at the top of the hour. carl? >> good job last night. looking forward to seeing you soon, michelle, thanks. >>> watchingspiking higher by more than 20%. take a listen. >> feels like the company is ready. we have got real...
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. >> so your thinking -- >> let's talk gold here, we did go negative, and i did talk to dennis gartman, who said he was bullish on the gold chart, because for the first time we've seen god lead the equities higher. do you see any backing of that? >> gold has been range-bound over the last year. it makes me think we can get down to 1800. so this leave likely will be tested, so i think potential breeched. however, as you get into the months, it tends to be bullish. i think we will see at least a resumps of the uptrend into the fall. goldman sachs, the note that came out yesterday. do we get there? if we've reached that, it's likely we -- we could potentially get down as low as 1275 to 60. >> just to be clear, we're talking the s&p. >> there's a couple thing to pinpoint. if you look at the daily chart. we got up to 1360. that's a serious level of resistance. as of yesterday, we fell and broke support right northeasterly 1330 to 1340. and so short term we're still in a downtrend as part of an overall advance. so this is just a short-term chart. it's a season annual correction, even may in
. >> so your thinking -- >> let's talk gold here, we did go negative, and i did talk to dennis gartman, who said he was bullish on the gold chart, because for the first time we've seen god lead the equities higher. do you see any backing of that? >> gold has been range-bound over the last year. it makes me think we can get down to 1800. so this leave likely will be tested, so i think potential breeched. however, as you get into the months, it tends to be bullish. i think we...
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"the new york times" reporting that san francisco city attorney dennis herera sent monster beverage a letter saying you need to substantiate your claims that drinking large amounts of monster are indeed safe. he also asked them for evidence to back up their slogan can never get too much of a good thing. m monster has been under pressure. it's been linked to potential deaths of kids who have drank too much of the stuff. monster denies that obviously. still a new story in "the new york times" today about the san francisco city attorney adding pressu pressure on mnst. >> it should be drink monster responsibly or something. >> reporter: i think it's like alcohol -- i don't want to give an opinion on this. the san francisco city attorney is saying, hey, you have a claim that you can drink as much as you want and it's safe, prove it. that's it. >>> the euro hitting a three-week low. will the trend it continue with the election on tuesday? we get to our money in motion segment. camilla sutton joins us from deutsche bank. will the dollar strengthen or be weaker as a result of the election? >>
"the new york times" reporting that san francisco city attorney dennis herera sent monster beverage a letter saying you need to substantiate your claims that drinking large amounts of monster are indeed safe. he also asked them for evidence to back up their slogan can never get too much of a good thing. m monster has been under pressure. it's been linked to potential deaths of kids who have drank too much of the stuff. monster denies that obviously. still a new story in "the new...
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Aug 30, 2012
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we had an interview with atlanta fed president dennis lockhart. i asked him simply are you in favor of additional quantitative easing. here's his answer. >> i think it's a close call, really. if we were to see deterioration from this point, let's say a persistence of job growth numbers that were well below 100,000 a month. if we were to see that. or if we were to see signs of just inflation that could signal the onset of deflation, then there wouldn't be much of a question about policy. but now i think the policy question is how much will you gain and, of course, what are the costs short and longer term? >> he said he was not particularly concerned about the costs. so lockhart is is a key centrist. watched carefully on the board. doesn't sound like he's quite there yet. but he doesn't sound like he's too far from it either. let's look at some of the major issues that are out there as we wait for fed chairman bernanke's speech tomorrow. as you know mario draghi is not going to be here. the question becomes what does that signal for ecb policy? does
we had an interview with atlanta fed president dennis lockhart. i asked him simply are you in favor of additional quantitative easing. here's his answer. >> i think it's a close call, really. if we were to see deterioration from this point, let's say a persistence of job growth numbers that were well below 100,000 a month. if we were to see that. or if we were to see signs of just inflation that could signal the onset of deflation, then there wouldn't be much of a question about policy....
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dennis lockhart saying qe would require fairly dramatic negative change to the outlook for the economy. janet yellen saying ending without extension not a tightening. if the fed stopped doing that it would not be reversal of policy. and bill dudley of the new york fed said additional qe has costs and could raise inflation anxiety. they are not spooked by that skbloorkts. but that's so far, they are holding out really final judgment on that to see what other labor market indicators have to say as the months go by. they are still defending the existing policy. really little change in the status quo. some hawks were emboldened. like one from minneapolis saying the fed could begin to tighten from six to nine months from now. that's not seen by the markets as the balance of the committee. read all about this on cnbc.com where i post ad piece. >> thank you very much, steve. looking forward to ben bernanke later on the network. with europe is a major focus heading in to the weekend whether we like it or not with the falls on the european markets and euro breaking through some support levels o
dennis lockhart saying qe would require fairly dramatic negative change to the outlook for the economy. janet yellen saying ending without extension not a tightening. if the fed stopped doing that it would not be reversal of policy. and bill dudley of the new york fed said additional qe has costs and could raise inflation anxiety. they are not spooked by that skbloorkts. but that's so far, they are holding out really final judgment on that to see what other labor market indicators have to say...
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. >> that's the next point i want to ask you about, dennis. that is can barnes & noble continue to see the big increase they have seen in digital content and discontinue the nook? let's say the nook went away. >> well, that gives them a lot less leverage in the marketplace. they have hundreds and hundreds of stores around the country. and it is very expensive to operate them. you have to get something out of that fiscal infrastructure. i think we are -- sort of in a very interesting point here. let's not forget apple has an antitrust suit filed against it. and as well as publishers for what the government claims manipulating the price of e-books. apple itself, if there is a seven-inch ipad, it is going to be in a nice spot to take away share from the nook. and we should see over time -- i expect that the nook market share to really kind of come down because people will reading more on the ipads. phones themselves are getting bigger screens. go on the subway in new york city. they are flipping through their phones and reading books and other ma
. >> that's the next point i want to ask you about, dennis. that is can barnes & noble continue to see the big increase they have seen in digital content and discontinue the nook? let's say the nook went away. >> well, that gives them a lot less leverage in the marketplace. they have hundreds and hundreds of stores around the country. and it is very expensive to operate them. you have to get something out of that fiscal infrastructure. i think we are -- sort of in a very...
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they were together many years ago in the days of dennis potman, ben bossey, dr. j. >> there's jokes about sustainable pucks in brooklyn because everything is sustainable and artisanal. >> msg it is a challenge to the hegemony of the rangers and the knicks, given it is a part of the burrough. >> extra points for the hegemony. >> squeezed it in, in the last second. >>> we knew it was a fashion brand so we launched "gq" and "vogue" and the company shot off like a rocketship. >> how goldman sachs may be helping the company shooting up further. we'll talk to lloyd blankfein. we're back in a minute. ty gets the most rewards of any small business credit card! how does this thing work? oh, i like it! [ garth ] sven's small business earns 2% cash back on every purchase, every day! woo-hoo!!! so that's ten security gators, right? put them on my spark card! why settle for less? testing hot tar... great businesses deserve the most rewards! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase
they were together many years ago in the days of dennis potman, ben bossey, dr. j. >> there's jokes about sustainable pucks in brooklyn because everything is sustainable and artisanal. >> msg it is a challenge to the hegemony of the rangers and the knicks, given it is a part of the burrough. >> extra points for the hegemony. >> squeezed it in, in the last second. >>> we knew it was a fashion brand so we launched "gq" and "vogue" and the...
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. >> denny terrio. >> we have don yaktman on. he thinks dividends will surge next year and he'll tell you why. i don't know if you caught the "new york times" saying investors are overreacting to the prospect of rising taxes. we've got him on to explain and see if he's getting deeper into tax. >> good piece. we talked about it in the 9:00 m. we'll talk europe. here's what you missed if you're just tuning in. >>> welcome to hour three of "squawk on the street." here's what's happening so far. >> we need to recognize the short term challenge is the fiscal cliff. the structural challenge is what it's going to take to get a grand bargain. >> europe has dealt with some of its long-term issues, even though the economies are week, and given the relative returns on value and offer in markets, i detect the first signs of people shifting more towards europe from the u.s. >> this is pornography for grover norquist, just like the supreme court, he can smell it when he sees it. he will target, okay? he will destroy republicans who go and pled
. >> denny terrio. >> we have don yaktman on. he thinks dividends will surge next year and he'll tell you why. i don't know if you caught the "new york times" saying investors are overreacting to the prospect of rising taxes. we've got him on to explain and see if he's getting deeper into tax. >> good piece. we talked about it in the 9:00 m. we'll talk europe. here's what you missed if you're just tuning in. >>> welcome to hour three of "squawk on the...
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dennis gartman talked about it boog a ste being a steep backwardation. we're watching gasoline here. andy lipo says between the drought causing ethanol prices up by a nickel and you've also got the california refinery fire, that's adding about 15, 20 cents to the price of gasoline, which is now up 30 cents from a month ago. not bad timing for tesoro to buy. >> thanks very much, bertha coombs. want to take a look at ingersoll rand. we've talked about a lack of merger and acquisition activity in this market. one area i continue to hear a lot about is shareholder activism. it doesn't show up that often any longer in big proxy fights where everybody has to spent a lot of money and a lot of time. but it doesn't often show itself in the appointment of a board member here, an appointment of a board member there. and things of that nature. and nelson peltz is one of the more active activists out there. it's nice to get to the level where you feel like you bring enough influence to a situation that the board is going to listen, the ceo is going to listen and you
dennis gartman talked about it boog a ste being a steep backwardation. we're watching gasoline here. andy lipo says between the drought causing ethanol prices up by a nickel and you've also got the california refinery fire, that's adding about 15, 20 cents to the price of gasoline, which is now up 30 cents from a month ago. not bad timing for tesoro to buy. >> thanks very much, bertha coombs. want to take a look at ingersoll rand. we've talked about a lack of merger and acquisition...
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want to bring in a panel, ter a there cutting the target from 41, a street high to 27 and dennis berman and columnist of the "wall street journal." good morning to you both. >> hi. >> jason, walk us through what you did. you changed the methodology you use to calculate revenue from mobile. why 41 to 27? that's a big move. >> sure. previously the way we and we think most people were trying to calculate revenue we were trying to figure out the penetration in the world of number of people, how often they were interacting, the number of impressions that that created and the price per impression. numerous variables we put together, got a revenue number, and the reality is based on the information that the company is willing to give out on a quarterly basis and other third party data, it is not a good way to forecast revenue. garbage in, garbage out. we think the best way is to look at time spent on a desktop and mobile and looking at revenue per hour. while i don't disagree with anything cheryl is saying, we probably have plenty of examples of where an advertiser is paying a higher premium f
want to bring in a panel, ter a there cutting the target from 41, a street high to 27 and dennis berman and columnist of the "wall street journal." good morning to you both. >> hi. >> jason, walk us through what you did. you changed the methodology you use to calculate revenue from mobile. why 41 to 27? that's a big move. >> sure. previously the way we and we think most people were trying to calculate revenue we were trying to figure out the penetration in the world...